Operations Lead - Santa Clara, CA
17 hours ago
Job description
Dice is the leading career destination for tech experts at every stage of their careers. Our client, RIIASH LLC, is seeking the following. Apply via Dice today
Role overview
Our client is seeking Operations Lead to own and grow relationships between distribution partners (agents, agencies) and managing carriers within a fast-growing travel Insurtech organization.
This role is accountable for executing & continuously improving a scalable external partner operating model across onboarding, documentation handoffs, communications, escalations, and feedback loops—so partner work is consistent, fast, and not dependent on individual people.
This is a hands-on, execution-focused role for someone who is proactive, decisive, and comfortable working independently while managing multiple stakeholder relationships.
You'll work closely with internal teams (Operations, Support, Sales/Marketing, Product, and Implementation) and external partners to ensure carrier launches, product/plan updates, and agent onboarding run smoothly—without requiring executive involvement for everyday decisions.
Required skills & qualifications:
Required skills:
- Ability to communicate clearly across email, meetings, and in-person settings, and to produce high-quality playbooks, guides, and partner-facing documentation.
- Strong stakeholder management; able to influence without authority internally and externally.
- Sound judgment: able to summarize risks, tradeoffs, and decisions when escalating is needed.
- Ownership mindset and bias for action; comfortable operating under ambiguity and iterating toward scalable processes.
- Demonstrated ability to effectively manage multiple concurrent tasks and competing priorities in fast-paced environments while maintaining accuracy and attention to detail.
- Highly organized professionals with strong workflow management skills, capable of executing assignments efficiently and delivering high-quality work under tight deadlines.
Required qualifications:
- 4–6 years of professional experience in operations, account management, partnerships, implementation operations, or similar cross-functional roles involving external partners.
- Experience working with agents, carriers, or other regulated partners (insurance or Insurtech environment preferred).
- Proven exposure to structured onboarding processes, partner lifecycle management, and cross-functional coordination.
- Excellent written and verbal communication skills.
- Strong execution mindset with ability to work independently.
- Proactive, solution-oriented, and relationship-driven approach.
- Ability to work onsite in Santa Clara, CA.
- 4–6 years of relevant experience.
Technical & Systems Proficiency:
- Hands-on experience using CRM platforms such as HubSpot (or similar systems) for tracking communications, KPIs, and partner activity.
- Experience building dashboards, tracking performance metrics, and driving process improvements based on data.
Preferred qualifications:
- Insurance/Insurtech experience strongly preferred, active insurance license a plus.
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